Insightful Investor cover art
Podcast · 141 episodes

Insightful Investor, page 4

by Alex Shahidi · English

The Insightful Investor is a weekly podcast hosted by Alex Shahidi, Co-CIO of one of the nation’s leading RIAs. In a conversational, “fireside chat” format, Alex interacts with some of the world’s premier investors and business icons to share market insights rarely found elsewhere. While many investors echo common sentiments, our “insights” include concepts that we believe are counterintuitive, widely misunderstood, or underappreciated. With over two decades of experience managing billions of dollars in client assets, Alex offers unique access to some of the industry’s top thinkers. He has authored two investment books and contributed to leading journals, and he consistently ranks among the elite financial advisors by Forbes and Barron’s. As an independent and innovative voice, Alex offers a fresh take on investing. We invite you to tune in and would love to hear your feedback. https://insightfulinvestor.org/

All episodes, page 4

#68 - Andrew Sheiner: Private Equity, Selectivity, DisciplineIn Episode #68 of the Insightful Investor podcast, host Alex Shahidi interviews Andrew Sheiner, Founder and CEO of Altas Partners, a Toronto-based private equity firm.29 Apr 2025 · 1 h 11 min
#67 - Soo Chuen Tan: Long-Term Equity InvestingIn this episode of the Insightful Investor podcast, host Alex Shahidi engages with Soo Chuen Tan, founder of Discerene Group, an investment management firm specializing in fundamental, contrarian,…22 Apr 2025 · 1 h 18 min
#66 - Jason Illian: Leadership, Legacy, PrinciplesAlex Shahidi, Co-CIO of Evoke Advisors15 Apr 2025 · 59 min
#65 - Julian Brigden: Macro and Market OutlookAlex Shahidi, Co-CIO of Evoke Advisors8 Apr 2025 · 57 min
#64 - Katie Koch: Effective LeadershipIn this episode of the Insightful Investor Podcast, host Alex Shahidi speaks with Katie Koch, the CEO and President of TCW, a global asset management firm.1 Apr 2025 · 1 h 2 min
#63 - Paul Podolsky: Art and Science in InvestingAlex Shahidi, Co-CIO of Evoke Advisors25 Mar 2025 · 1 h 3 min
#62 - Jeffrey Gundlach: Big Picture OutlookIn this episode of the Insightful Investor podcast, host Alex Shahidi interviews Jeffrey Gundlach, the founder, CIO, and CEO of DoubleLine Capital.18 Mar 2025 · 1 h 10 min
#61 - Jonathan Ruffer: Financial History, Market Cycles, OutlookJonathan Ruffer, Co-Founder and Chairman of Ruffer11 Mar 2025 · 1 h 10 min
#60 - Josh Kanter: Legacy Building, Family Owner’s ManualFounder and CEO of Leaf Planner and Principal at Josh Kanter Wealth Advisory Services4 Mar 2025 · 55 min
#59 - Bob Prince: Portfolio Engineering, Psychology of InvestingIn this episode, Alex Shahidi interviews Bob Prince, Co-CIO of Bridgewater Associates, one of the world's largest hedge funds.25 Feb 2025 · 1 h 10 min
#58 - Richard Orlando: Wealth Psychology & LegacyIn this episode of the Insightful Investor podcast, host Alex Shahidi speaks with Dr. Richard Orlando, the founder of Legacy Capitals and an expert in wealth psychology and legacy.18 Feb 2025 · 55 min
#57 - Jeff Gardner: Investment Philosophy, OutlookIn this episode of the Insightful Investor Podcast, host Alex Shahidi speaks with Jeff Gardner, former Partner and Head of the Portfolio Strategist Group at Bridgewater Associates.11 Feb 2025 · 1 h 11 min
#56 - Adam Katz: Activist Investing Insights56 - Adam Katz: Activist Investing Insights4 Feb 2025 · 57 min
#55 - Lawrence Golub: Private Credit EvolutionIn this episode of the Insightful Investor podcast, host Alex Shahidi interviews Lawrence Golub, Founder and CEO of Golub Capital, a prominent alternative investment manager specializing in private…28 Jan 2025 · 50 min
#54 - Cliff Asness: Quant Investing, Market InefficiencyAlex Shahidi, Co-CIO of Evoke Advisors21 Jan 2025 · 1 h 22 min
#53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing53 - Andrew Rubinstein: Healthcare Industry, Biotech Investing14 Jan 2025 · 43 min
#52 - David Chene: Non-Sponsor Backed Private CreditAlex Shahidi, Co-CIO of Evoke Advisors7 Jan 2025 · 1 h 4 min
#51 - Alex Shahidi: Top 10 Insights of 2024 (Part 2)A weekly podcast featuring conversations with premier investors and business icons, focusing on unique market insights that are often counterintuitive, misunderstood, or underappreciated.17 Dec 2024 · 46 min
#50 - Top 10 Insights from 2024 (Part 1)In this episode, Alex Shahidi, the host of the Insightful Investor podcast, presents a countdown of the top 10 insights from 2024, highlighting insights ranked from 10 to 6.10 Dec 2024 · 54 min
#49 - Mike Odrich: PE, Operational Value Add, A&M49 - Mike Odrich: PE, Operational Value Add, A&M3 Dec 2024 · 1 h 12 min
#48 - Ben Inker: Value Investing, Market OutlookCo-CIO of Evoke Advisors, leading investment advisory firm.26 Nov 2024 · 1 h 27 min
#47 - Alex Shahidi: 4 Biggest Mistakes Investors Make47 - Alex Shahidi: 4 Biggest Mistakes Investors Make19 Nov 2024 · 50 min
#46 - David Hou: Industry InsightsIn this episode of the Insightful Investor, host Alex Shahidi engages in a detailed conversation with David Hou, co-founder and Managing Partner of Evoke Advisors.12 Nov 2024 · 1 h 1 min
#45 - David Dredge: Risk Management (Part 2)Alex Shahidi, Co-CIO of Evoke Advisors5 Nov 2024 · 1 h 24 min